Software for IFA's by IFA's developed by Hurst Financial Consultancy Ltd

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EXAMPLE CLIENT - Amend Personal Details

Surname
First name
Middlename
Home Phone Number
Work Phone Number
Fax Number
Mobile Number
Email Address
Date Of Birth
Marital Status
In Good Health
Smoker
Made A Will
Main Provisions Of Will	Will provisions, half to second wife with remainder to children in trust until they attain age 35
Inheritance Tax Liabilities	Estate value of 800k
NI Number
Notes	Client referred to us by his brother Mr Dummy client, client not concerned with IHT at present
III User ID
III Password

Additional Client Comments

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AMEND PERSONAL DETAILS

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